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SteelPeak Wealth’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

SteelPeak Wealth’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-33,814
Closed -$838K – 540
2023
Q4 		$838K Buy
+33,814
New +$813K 0.05% 224
2020
Q2 		– Sell
-10,972
Closed -$227K – 306
2020
Q1 		$227K Sell
10,972
-376,481
-97% -$9.42M 0.04% 198
2019
Q4 		$10.6M Buy
+387,453
New +$10.2M 1.46% 13

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SteelPeak Wealth's SCHE Position: Q1 2024 in Review

SteelPeak Wealth sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2024, closing a stake of 33,814 shares — an estimated $838K sold.

SteelPeak Wealth first reported a position in SCHE in Q4 2019 and held it in 3 quarters. The position peaked at $10.6M in Q4 2019. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

  • SteelPeak Wealth reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • SteelPeak Wealth sold 33,814 Schwab Emerging Markets Equity ETF shares in Q1 2024, an estimated $838K.
  • SteelPeak Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and held it in 3 quarters.
  • SteelPeak Wealth's Schwab Emerging Markets Equity ETF position peaked at $10.6M in Q4 2019.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on SteelPeak Wealth's 13F filing for Q1 2024, filed 18 Apr 2024.